CCIM
PHK

Chapwood Capital Investment Management’s PIMCO High Income Fund PHK Stock Holding History

Chapwood Capital Investment Management’s Portfolio PHK Stock Details PHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$463K Buy
+61,699
New +$473K 0.47% 40

Other funds holding PHK

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Commonwealth Equity Services
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CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Chapwood Capital Investment Management's PHK Position: Q4 2019 in Review

Chapwood Capital Investment Management opened a new position in PIMCO High Income Fund (PHK) in Q4 2019: 61,699 shares worth $463K. The stake represents 0.47% of the portfolio and ranks #40 among its holdings.

93 funds tracked by Wall St. Rank hold PHK as of Q4 2019.

  • Chapwood Capital Investment Management held 61,699 shares of PIMCO High Income Fund worth $463K as of Q4 2019.
  • PIMCO High Income Fund was a new Chapwood Capital Investment Management position in Q4 2019.
  • PIMCO High Income Fund made up 0.47% of Chapwood Capital Investment Management's portfolio in Q4 2019, its #40 holding.
  • 93 funds tracked by Wall St. Rank held PIMCO High Income Fund as of Q4 2019.

Based on Chapwood Capital Investment Management's 13F filing for Q4 2019, filed 21 Jan 2020.